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What’s new in NovaSoft One.

Every improvement since NovaSoft One started, newest first: what’s new, what’s better and what we’ve fixed. The latest update was on 11 November 2026.

November 2026

Your industry’s own words, everywhere

The sidebar shows only your industry’s screens, records use your business’s own names, and search, the schedule and customer records do more of the work.

New

  • Start a quote or a job straight from a customer’s record, and on a phone tap their number to call them.
  • Search finds customers by phone number and jobs and other numbered records by their number.

Improved

  • The dashboard schedule and Planner show booked job visits and your industry’s due dates, and the schedule shows more of the week.
  • Customer and lead records show the next follow-up task, and lead records show their notes.
  • Moving a visit’s start time moves its end time with it, and Quick add uses your workspace’s own record names.
  • The sidebar shows only the industry screens for your type of business, and you can still find the others in All features and search.
  • Customers, the pipeline, search and messages use your business type’s own names, so a deal can be an enquiry and search results say Customer or Enquiry.
  • Trades workspaces now call their company records Businesses instead of Sites, so they’re no longer confused with a service address.
  • Contact stages now read New, Prospect, Active and Inactive.
  • Customer and company records use plainer words, such as Overview, At a glance, Next step, Calls and emails, and Related.
  • Quotes use plain section names (Details, History, Versions and Approval), and the products page is called Products & quotes everywhere.
  • Quotes in Australian dollars show GST instead of Tax on screen, in the customer portal and on the printed quote.
  • First-time setup simply asks what kind of business this is, without long lists of counts on every choice.

Fixed

  • Converting a lead into a customer works again, and a ticket can be left unassigned.
  • A new enquiry no longer looks overdue the moment it is saved, and dark mode panels on customer records are readable.

Industry screens for 18 business types

Each type of business now gets a screen built for its own work, plus a Coming due list, a Next steps view and fixes for brand-new workspaces.

New

  • Trades businesses get Jobs, with several visits, crew, parts and a checklist on one job, and an accepted quote can become a job.
  • Construction businesses can track RFIs and variations against the contract sum.
  • Professional practices get Key dates with a second person’s check for legal, Period work for recurring BAS and returns, Client reviews for financial advice, and Engagements with signed scope and fees.
  • Manufacturers get work orders with inspection, wholesalers get trade orders with backorders, and retailers get returns that stay in quarantine until someone decides.
  • Training, property, nonprofit, venue, IT services, healthcare, recruitment, software and agency businesses each get their own screen, from course waitlists and grants to licence counts and deliverable approvals.
  • Coming due lists every dated commitment in one place, with in-app reminders 14, 7 and 1 days before and on the day.
  • Next steps shows leads and deals nobody is clearly working on, so you can assign them or add a follow-up from the list, and it leads the sidebar for general businesses.

Improved

  • Call follow-ups now get a due date and show who they belong to.

Fixed

  • Fixed saves that could fail in scheduling, goals, contracts, purchasing, signatures, invoice payments and board packs.
  • New leads now save even if you haven’t picked a team.
  • First-time setup now finishes for all 19 business types.
  • Changing your sidebar order in Settings keeps your industry screen at the top.
  • Adding a deal no longer shows a false message that the pipeline couldn’t be loaded.

Clearer dialogs and record pages

A screen-by-screen tidy of dialogs, record pages and quotes.

Improved

  • Delete and other destructive buttons are now clearly red, and filled red when a dialog asks you to confirm.
  • Create dialogs and record pages line up properly, including custom field headings, the booking builder and asset records.
  • Quote and invoice lines say incl. tax whenever the line total includes tax, and portal quotes show each line’s discount.
  • Expandable sections, field types and setup steps look and read the same everywhere, with a clear focus ring for keyboard users.
  • The Orbit AI chat is tidier and easier to read.
  • Plain language replaces internal wording on several record pages and the sign-in page.

Fixed

  • Portal request lines no longer lose their date on phones or start with a stray separator.

Orbit AI reads forms, scans and spreadsheets

Add a file to the Orbit AI chat and it proposes the CRM records to create, which you confirm before anything is saved.

New

  • Attach a form, scan, photo or CSV file to the Orbit AI chat and it proposes the contacts, companies and other records to create or update.
  • You review each proposed change beside the file, and nothing is saved until you confirm it.
  • CSV files go through the normal import preview, so import history and undo work as usual.
  • The feature is off until a workspace admin turns it on.

Fixed

  • Disabled buttons in Reports now look disabled in dark mode.

A calmer customer portal and a tidier CRM

The customer portal gets one consistent layout, and searches, Settings and dark mode are cleaned up across the CRM.

Improved

  • The customer portal has one account menu, one typeface, plain wording and the same calm layout on every page.
  • Portal request conversations are easier to read, and the portal stays usable while searching, refreshing or switching companies.
  • Every search box in the CRM now looks and works the same way.
  • Settings, Leads, Assets and Exceptions are tidier, especially on phones, and dark mode has flatter, cleaner surfaces.
  • If an update comes out while you have NovaSoft One open, the page refreshes once to load it, but never over something you’re typing.
  • Signing out of the customer portal now fully clears that device.

Fixed

  • Email waiting in the send queue no longer shows as failed.
  • Reusing a custom field name many times no longer stops you adding that field.

Long lists load in full, and dates follow your time zone

Lists and pickers now reach every record, and dates you enter follow your workspace’s time zone.

New

  • You can cancel scheduled, queued and draft messages, and reopen a cancelled task.
  • The resources view now has month-by-month navigation.

Improved

  • Tasks, messages, forms, projects, sales sequences, quotes, documents, knowledge articles and portal requests keep loading past the first page.
  • Pickers for deals, messages, quotes, contacts, leads and companies now find records beyond the first 100.
  • Rescheduling a booking only offers times it can take, and shows the full booking window.
  • Buttons for actions you can’t take are hidden, and pickers only offer the people, mailboxes and areas you can use.

Fixed

  • Dates you enter and open now follow your workspace’s time zone, including board pack dates.
  • Report money totals stay in one currency, and large groups of duplicates now merge reliably.

Service desk fixes and clearer labels

The Service desk behaves more predictably, and labels across the app are easier to read.

Improved

  • The Service desk landing page shows ticket risk at a glance, and SLA times read in plain hours and days.
  • All-caps labels across the app are now in sentence case.
  • The companies list, approval queue, project portfolio and lead inbox now load past their first 100 records.
  • Security and privacy improvements.

Fixed

  • Bulk status changes on the Service desk only offer moves every selected ticket can make, and the selection count matches what you see.
  • Leaving a ticket field unchanged no longer saves and briefly locks the reply box.
  • The dashboard schedule shows times in your workspace’s time zone, and the phone settings header no longer covers the page.
  • An email change link that has already been used now explains what happened.

Faster big workspaces and more reliable records

Long lists now load page by page, and a batch of fixes makes records, search and totals more dependable.

Improved

  • Long lists now load page by page, from contacts and bookings to assets, reports and the portal, so big workspaces stay fast.
  • Security and privacy improvements.

Fixed

  • Defaults for today and report date ranges now use your local calendar and your workspace’s time zone.
  • Search now finds contacts and leads by their full name, and shows deal amounts in their own currency.
  • A company’s pipeline total no longer counts a deal twice when it has several contacts.
  • Editing a lead no longer clears its custom field values.
  • Customer success onboarding, owner and renewal forms now save correctly.

Easier lists, navigation and create forms

Lists work better on phones, the sidebar and Settings are easier to find your way around, and create forms are shorter.

New

  • Companies have an ABN field that’s checked as you type, so a mistyped ABN can’t be saved.

Improved

  • Leads and Assets keep their status chips on phones, and summary tiles shrink so the list starts on the first screen.
  • The sidebar’s More section has two tabs, Your tools and All features, and Find a tool searches both.
  • Settings shortcuts for email connections, Service setup, meetings and data management open their page directly.
  • Audit log rows link straight to the record that changed, and contact records show the person’s full name in the header.
  • Activity, Approvals and the Audit log search as you type.
  • Add contact, Add company and Add lead show only what you need, with the rest under More details.

October 2026

AI agents, portal designs per client and QR labels

AI agents draft service replies and sales follow-ups for you to check, each client company can have its own portal design, and asset labels open from any phone camera.

New

  • A follow-up agent spots deals that have gone quiet and drafts a follow-up email you can edit, send, save or dismiss.
  • The Pipeline shows Follow-ups to send, listing waiting drafts with the deal, contact and value.
  • Settings has a new AI agents page with both agents in one place, their on/off switches, the Service agent’s tone and how long a deal must be quiet.
  • Admins can let the Service agent send simple replies that a help article fully answers, after a short delay in which anyone can stop them; it’s off by default.
  • Design a separate customer portal for each client company, with its own name, welcome message, colour, logo and sections.
  • QR codes on printed asset labels open the asset from any phone camera, and older labels still scan.
  • The daily digest is now a morning brief: who to call, what’s overdue, requests at risk and quotes to chase.
  • When a customer opens a quote in the portal, it’s noted on the timeline and the morning brief tells you.

Improved

  • The Service desk is redesigned around a full-height ticket inbox, with views and counts down the side and the open ticket beside the list.
  • The morning brief points you to follow-ups the agent has already drafted.
  • Imports recognise the column names other CRMs, address books and accounting tools use, and never map two columns to the same field.
  • New workspaces get a dashboard guide, honest empty pages and a welcome tour that works on phones, and invited teammates are told how to join.

Branded service emails, portal notices and AI reply drafts

Service emails can carry your brand, the customer portal does much more, and an AI agent drafts ticket replies for a person to approve.

New

  • Design your customer service emails with your logo, brand colour, header style and your own confirmation message, and send yourself a test.
  • Post notices on your client portal home page, such as holiday hours, straight away or scheduled ahead.
  • Customers can see upcoming visits in the portal, filter their requests, attach files and report a problem with a specific asset.
  • The portal suggests help guides while customers write a request, and each profession starts with its own portal sections, welcome words and help guides.
  • The Service agent drafts replies on tickets for a person to check, use or dismiss, with an AI drafts inbox and an on/off switch.

Improved

  • Customers pick from described request types in the portal, and request emails link back to the portal.
  • Reminders and mailbox syncing run faster, and pages recover from a brief connection drop instead of showing an error.

Fixed

  • Connected Gmail and Outlook mailboxes import email again.

Helpdesk email addresses and email alerts

Workspaces can take support requests by email, and notifications now arrive by email too.

New

  • Each workspace can claim its own helpdesk email address, so emails open tickets with their attachments and customer replies join the right ticket.
  • You can forward your own support address into the helpdesk, with steps for Microsoft 365 and Google Workspace and a test button.
  • Notifications for new leads, support requests, customer replies, due tasks and lead follow-ups are now emailed as well as shown in the app.
  • Turn on the daily work digest to get one morning email with your tasks, follow-ups and open tickets.
  • You can choose to email customers a confirmation with their ticket number when a ticket is opened.
  • Each industry pack adds its own Service request types and ready-made replies in that industry’s words.
  • Assets shows the total value of your assets, overall and for each client company, and Word, Excel and PowerPoint files can now be uploaded.

Improved

  • New emails send from your own connected mailbox by default, and you’re told when a mailbox stops syncing.

A calmer, clearer look

A refreshed design across the CRM, a new dark mode and a round of small fixes.

Improved

  • A refreshed design across the CRM, with one accent colour, flatter surfaces, clear status badges and new icons.
  • Dark mode now uses neutral charcoal tones.
  • Labels and status pills are in sentence case, and page headings are calmer and consistent.
  • Customer success, Communications, Planner, Assets and Settings are tidier on phones and in dark mode.

Fixed

  • Save and add another now puts you back in the first field when adding contacts and companies.
  • Saving or resetting your dashboard layout no longer briefly shows the old widgets.
  • On Goals, if a filter hides the goal you had open, the first visible goal opens instead.

Built for your industry

Workspaces can start from one of 19 industry setups, and the sidebar puts your industry’s tools first.

New

  • Choose from 19 industry starting points when you create a workspace, and preview the stages, fields, views and rules before you apply them.
  • New industry setups for legal, accounting, financial advice, IT and managed services, construction, hospitality, manufacturing and wholesale businesses.
  • A searchable directory of every feature, with short descriptions and clear labels for anything not on your plan.
  • Forms can now save registrations or feedback as submissions without creating a lead.
  • Each industry setup adds follow-up tasks with checklists when new contacts and leads come in.

Improved

  • The sidebar puts your industry’s tools first, with a More section for everything else and pins for your favourites.
  • Tickets show the customer’s linked assets, and asset search now covers location, tags and who the asset is assigned to.
  • The AI assistant is now called Orbit AI, and pages load faster when you first open the app.

Smoother everyday work

Work done through September made saving safer, pages simpler and phones and keyboards better supported.

Improved

  • Trying a save again after a dropped connection no longer creates a duplicate, across settings, quotes, contracts and more.
  • The product tour remembers that you’ve finished it, across sign-ins and devices.
  • The dashboard puts your work first, with a tidier greeting and list of things that need attention.
  • Empty pages explain what you can do with your access, and the lead and pipeline pages show how to get started.
  • Service, bookings, revenue, sales sequences and integrations are simpler, with controls ahead of explanations.
  • Revenue, Service, Projects and forecasts work better on phones.
  • Record pages work better with a keyboard and in dark mode, and closing a dialog returns you to where you were.

Fixed

  • Service response deadlines stay steady, bookings save more reliably, and calendar dates no longer shift between time zones.

August 2026

Assets, invoices, client portals and Report Studio

A big update adding asset tracking, invoicing from quotes, company portals and build-your-own reports.

New

  • Track equipment, vehicles and devices, assign them to staff or client companies, scan barcodes and QR codes, print labels and get optional warranty reminders.
  • An accepted quote can become a project or a Service ticket in one step, and can be issued into an invoice register that shows GST and payments.
  • The Service desk starts from a board of your client companies, each company can have its own private portal, and customers can rate a resolved request.
  • Service teams can insert reviewed reply snippets, follow guided playbooks and work shared email as tickets.
  • Report Studio lets you build your own reports, with date ranges, a lead funnel, scheduled digests, alerts, dashboard cards and sharing with teammates.
  • New sign-ups are asked about their business so the CRM is set up to suit, and a short tour shows first-time users around.
  • Send email from your connected Gmail or Outlook mailbox, not just receive it.

Improved

  • You can archive leads, companies and deals, jump back to recent records, set a default saved view and see possible duplicates as you type.

Online plans, account emails and a calmer look

You can now pay for a plan online, account emails arrive, and the CRM has a cleaner design.

New

  • Choose a paid plan and pay per seat online by card.
  • Sign-up, verification, password reset and invitation emails now arrive.
  • A trust centre sets out our privacy policy, terms and support process, and new accounts accept the terms at sign-up.
  • Send us support, privacy, data export or account closure requests from Settings and follow their progress.

Improved

  • Settings are reorganised into personal, workspace, customisation and tools sections.
  • The contact record is redesigned, and contacts and companies now share one consistent record layout.
  • Products and quotes are now included on the Free plan.
  • A calmer, flatter design across the CRM, with new sessions starting in light mode.

NovaSoft One opens

The first version of NovaSoft One: one shared place for customers, sales, quotes, service and reporting.

New

  • Keep contacts and companies on one record, with custom fields for the details your business tracks.
  • Capture leads and move deals through your own pipeline stages.
  • Plan the week with tasks, a planner and an activity timeline on every record.
  • Send quotes and keep track of revenue.
  • Take bookings and web forms, run a service desk and manage projects and documents.
  • Import customers from a spreadsheet, see reports and restore deleted records from the recycle bin.
  • Invite your team with owner, admin, member and viewer roles.

See it for yourself.

Free for up to two people, with no card needed. Updates arrive in your workspace automatically, with nothing to install.

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